Filed January 28, 2002 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $993,030 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $791,871 |
NEPC, LLC2 years Filed as: NEPC LLC Service code 16 · EIN 26-1429809 | Consulting | $141,106 |
KPMG LLP4 years Service code 99 · EIN 13-5565207 | Other Fees | $43,050 |
FRANCIS LLC1 year Filed as: FRANCIS, LLC Service code 16 · EIN 90-0142264 | Consulting | $13,500 |
Service code 99 · EIN 94-1737782 | Other Fees | $5,351 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,642 | $140,769+63.8% | $156,263+47.6% | $140,769+63.8% |
| Participation rate | 95.8% | 74.2%+21.6pp | 78.9%+16.9pp | 74.2%+21.6pp |
| Annual return | 13.60% | 16.82%-3.2pp | 59.47%-45.9pp | 16.82%-3.2pp |
| Employer contribution / active EE | $3,641 | $3,906-6.8% | $4,333-16.0% | $3,906-6.8% |
| Participant deferral / active EE | $8,172 | $6,717+21.7% | $6,158+32.7% | $6,717+21.7% |
| Admin fee / account holder | $46 | $229-80.0% | $14,255-99.7% | $229-80.0% |